Getting Started

Learn the essentials in a few minutes

Six quick videos walk you through the everyday workflows in CoVet. Watch them in order, or jump to the feature you need first.

Start with the basics, then explore the tools that fit your day.

  • How to Create a Medical Record from an Audio Recording

    Turn a consultation recording into a structured medical record.

  • How to Summarize a Medical History from PDF

    Upload a patient’s prior records and create a clean, scannable medical history summary.

  • How to Generate a Visit Summary

    Send clients home with a clear, professional summary they can follow.

  • How to Use the Phone Calling Feature

    Capture phone consults the same way you capture in-person visits, with less manual note-taking.

  • How to Export a Record

    Copy and paste, use the Chrome extension, or export through direct integrations.

  • Custom & Community Templates

    Build custom templates with the AI Template Builder, then explore shared resources from the CoVet community.

Want to go deeper?

Visit the Help Center for step-by-step guides, troubleshooting help, and answers to common questions. Prefer a walkthrough? Book a demo and we’ll help you get started.

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